Protecting Families Made Simple
The Schwartz Agency helps people across the country find the best life insurance, debt elimination and tax-free retirement solutions they are looking for to protect their families and their futures.
Life Insurance with Living Benefits
Life Insurance with Living Benefits provides not just a death benefit, but can provide a lump-sum benefit upon a covered Critical Illness, Chronic Illness, or Terminal Illness. The cash benefits are paid directly to the insured and can help avoid the financial burden created by an illness. This protection can be customized to fit your needs and budget.
Retirement Planning
We specialize in providing Indexed Universal Life (IUL) and Fixed Indexed Annuity (FIA) products that can be used to create a retirement income that lasts as long as you do. These funds accumulate on a tax-deferred basis, which can be a tremendous advantage over time. In addition, these products provide an opportunity for growth without the risk involved with most investments. This is especially attractive to pre-retirees looking to preserve assets they’ve built over several decades. We have the expertise to help you find the best and most suitable products to fit your needs.
Final Expense
Final expense plans are designed to help alleviate the financial stress associated with the death of a loved one. Due to the variety of our providers and the flexibility of final protection plans, we can structure a plan to fit your budget and find coverage for you no matter what your current health status may be.
Retire Your Debt
We are able to design Specially Designed Insurance Contract (SDIC) to help people pay off their debts earlier than they had expected, while building cash value wealth.
MANAGEMENT TEAM
Jon Schwartz
Executive Manager
15+ CARRIER PARTNERSHIPS AND DOZENS OF PRODUCTS
